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A company's organizational structure defines the hierarchy of operations and the information flow within the organization.

The organizational structure may vary based on one's area of focus—it could be the nature of the business, geographical divisions, product segments, or aesthetic differences.

Most organizational structures fall into three structure types:

  • Horizontal or Flat Structure
  • Hierarchical Structure
  • Matrix Structure
Horizontal or Flat Structure

Often seen in small to medium businesses with no to single-level hierarchy. It implies a close relationship between the executives and employees, with each position functioning with a high degree of independence.

Hierarchical Structure

Commonly found in medium to larger companies where employees are organized by ranks. It may further group roles by departments such as engineering, sales, IT or divisional structures such as geographical offices, product lines, and any independent grouping as shown below:  

Matrix Structure

Useful when employees work under multiple projects or supervision. For instance, a graphic designer work on several projects across an organization, and therefore is a part of several teams or departments.

Matrix organizational structures the roles and relationships in a table, linking each employee to all their direct managers as shown below:

Regardless of the type, the two important business objectives that organizational structure meet are:

  • Defined roles and responsibilities of the stakeholders
  • Sharing (or isolating) resources among them based on one's role

With the growing dependency on embedded or self-service BI implementations within such organizations, it becomes important for the Business Intelligence tools to be able to replicate the organization structure in the system and have independent, yet effective collaborations among stakeholders at different levels or nodes in the organization chart.

To meet this critical business need, Wyn Enterprise 4.1 introduces "Organization Management." It is a security and management layer on top of the existing role-based access. IT Administrators can use it to have a single Wyn installation and be able to share or isolate access to resources among multiple departments or customers. 

The blog covers a conceptual understanding of organization management in Wyn Enterprise and the configurations required for creating and managing it. 

Fundamentals of Organization Management in Wyn Enterprise

An Organization in Wyn Enterprise represents a group of users who belong to a common department or company or have a common set of roles and responsibilities.

For example, an organization can represent:

  • Headquarters, and multiple companies in different regions for a Group company
  • Separate departments and user roles in a Monolithic company 
  • Customers or clients for a SaaS vendor (and so on)

Organizations can help to isolate different functional nodes of your company, and yet be able to define the relationships among them using the existing role-based security/permission model is Wyn as shown below:

Wyn Organization Management offers an in-built "Global" organization that represents the parent company which has purchased and installed Wyn for its business:

Create Organizations in Wyn

To create and manage the organizational structure of your company in Wyn, you must navigate to the "Organizations" page under the "Account" section of the Administrator Portal. And click on the "Add" button beside the Global organization as shown in the image below:

1. Administrator Roles

As an IT Administrator of your company, you may want to delegate the rights to manage an organizational-specific operation to a representative from each organization. For that purpose, Wyn now offers two levels of administrations - System-wide Administrator and Organization-level Administrators.

System Administrators are part of the Global organization and have all the rights to manage the hosted instance of the company's Wyn Server installation.

2. User-defined roles

As a system or organization administrator, you can add user-defined roles for your business need from the Roles page of the Administrator Portal. You need to click on the "Add Roles" button provided for each organization as shown below:

3. Everyone role

Unlike Global organization, there is no separate "Everyone" role for an organization as shown in the images below:

4. Users

You can create users for an organization or select from a pool of users for the Global organization on the Users page as shown below:

5. Permission settings

The permission settings for roles defined within an organization are the same as in the earlier version of Wyn. Users in multiple organizations avail unison of permissions from each of those organizations.

6. Sharing of documents

For sharing documents from the user portals - Document and Resource Portal, you now see the organization and hierarchy of roles within it as shown below:

1. Organization Schema

On the Organization page of Administrator Portal, Wyn provides an option to define the "Organization Schema." It is analogous to Custom Property for Users in Wyn. The properties added for Organization Schema can be used to differentiate between the organizations.

For example, branches of a company can be differentiated based on demographics such as Region, Location, Workers Strength, Owner/CEO, etc.

To add Organization Schema, click the button on the Organizations page. It opens schema editor as shown below, with "Name" as default and required property.

Server=<server name>;Database=#{<property name>};User Id=<username>;Password=<password>; 

where <property name>

is the organization property, for example, "Region" in the above image.

Similar to user context, an organization context is related to the current user, except that it fetches the property value of the user's organization.

2. Disable sub-organization edit /view value

These options appear in the Basic information tab for an organization as shown below:

Understand the Story Behind Your Data

Wyn is a web-based BI and data analytics platform that provides greater insight into your data.

Wyn offers built-in tools for report and dashboard creation, data governance, security integration, embedded BI, automated document distribution, and a business-user-friendly interface for self-service business intelligence.

About the author

Paarisha Rana

As a software engineer, Paarisha enjoys GrapeCity's environment of encouragement and learning. She enjoys reading, aerobics, travelling, and exploring historical places. Paarisha graduated from Uttar Pradesh Technical University (UPTU) at Lucknow (India) with a Bachelor's of Technology in Information Technology, and you can find her on LinkedIn.
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